Profile Summary

• Professional Status: A working professional with limited time for investment research and trading.
• Account Types: Holds significant capital in a qualified retirement account, an IRA, or a margin brokerage account.
• Investment Goals: Values steady, positive returns with minimal drawdown across all market conditions.
• Market Strategy: Comfortable with market timing.  Prefers following market trends over making market predictions.
• Schedule: Able to review trade recommendations daily, spending about 10 minutes per session to align.
• Philosophy: Believes in the collective wisdom of the market. Understands that trading success is a result of focusing on the whole portfolio as opposed to worrying about each trade individually.
• Risk Preference: Prefers being out of the market when conditions are unfavorable, choosing peace of mind over fear of missing out.
• Emotional Discipline: Maintains control over emotions like fear and greed during market fluctuations. Makes every effort to view the market objectively in the moment.